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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,353 | $156,398+142.6% | $147,318+157.5% | $138,895+173.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.26% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $200 | $4,853-95.9% | $4,593-95.6% | $4,194-95.2% |
| Participant deferral / active EE | $6,128 | $8,237-25.6% | $7,906-22.5% | $6,396-4.2% |
| Admin fee / account holder | $2,659 | $14,976-82.2% | $13,708-80.6% | $12,562-78.8% |